CP Stock Recent News

Canadian Pacific Kansas City is entering a multi-year growth phase, with volume growth, intermodal scaling, and unique North American corridor driving future earnings. Despite a Q2 revenue miss, I see the topline weakness as temporary; bulk provides stability, intermodal is the growth engine, and merger synergies will expand margins. CP's single-line Canada-U.S.-Mexico network is unmatched, supporting a projected 15%+ EPS CAGR and justifying a higher valuation premium versus peers.

I see a paradigm shift: policymakers now prioritize growth over inflation control, targeting 4% inflation and high-single digit GDP growth, reshaping markets. My thesis, born post-pandemic, notes vanishing low-inflation tailwinds. Sticky prices and core services inflation signal a new, tougher inflation regime. I'm betting on cyclical growth, positioning my portfolio for a potential upswing. Green shoots in manufacturing suggest a recovery, promising potentially big gains.

This year, I aggressively invested during market swings and real estate deals. Now, I'm rebuilding cash. But if I had $50K, I'd deploy it strategically. I follow top investors like Nygren: buy undervalued stocks with strong growth, quality management, and shareholder-friendly policies. Timing matters less than patience. My three picks fit a high-conviction, long-term framework: sectors first, then companies. Volatility creates opportunity, but discipline ensures success.

Investors need to pay close attention to CP stock based on the movements in the options market lately.

While the top- and bottom-line numbers for Canadian Pacific Kansas City (CP) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

CALGARY, AB , July 30, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) today announced its second-quarter results, including revenues of $3.7 billion, diluted earnings per share (EPS) of $1.33 and core adjusted diluted EPS1 of $1.12. "Our exceptional team of railroaders again delivered strong operating and financial results in the second quarter as we realize more of the value created by this unrivalled North American network," said Keith Creel, CPKC President and Chief Executive Officer.

Despite a greedy market, we've found three quality stocks - NVO, RGA, and CP - offering strong value, growth, and reliable dividends. Novo Nordisk leads obesity treatment with strong GLP-1 drugs, a robust pipeline, and a 3.1% yield, trading well below historical P/E. Reinsurance Group of America is an undervalued, financially sound dividend grower with global reach and double-digit earnings growth potential.

Canadian Pacific Kansas City (CP) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Asking 'why' repeatedly is crucial for investors to understand the root causes of macroeconomic shifts and avoid being blind sided by market disruptions. The current U.S. policy shift favors growth over inflation control, increasing risks of higher inflation and short-term debt refinancing challenges. Given these risks, I recommend increasing exposure to real assets, REITs, and cyclical value stocks for inflation protection and potential outperformance.

CALGARY, AB , July 2, 2025 /PRNewswire/ - Canadian Pacific Kansas City (TSX: CP) (NYSE: CP) (CPKC) said today it will release its second-quarter 2025 financial and operating results after the markets close on July 30, 2025.   CPKC will discuss its results with the financial community in a conference call beginning at 4:30 p.m.